Financial Advisor Trainee — AMP Mastery Track

100 Raymond James & Associates, Inc.; Beverly Hills (CA); On-site; USD 70,000 - 75,000; Full time

Job summary

Raymond James & Associates, Inc. is seeking candidates for its Advisory Mastery Program (AMP) in Beverly Hills.

Trainees receive comprehensive education, training and mentorship in financial advisory skills, including technical and sales aspects, with the goal of enabling long-term client wealth management success. Participants build a client pipeline, develop relationships, and work toward required licenses.

Qualifications

• Bachelor’s degree required or equivalent combination of experience
• Minimum 4 years sales or business experience
• Strong communication and interpersonal skills
• Ability to prospect, network and develop a client pipeline

Responsibilities

• Develop client pipeline by prospecting, networking, community involvement and centers of influence
• Manage full scope of client relationships, assess needs and investment objectives
• Recommend suitable investment products and services
• Develop a book of business aligned with AMP goals
• Complete required program training and obtain licenses within timelines

Job description

Raymond James & Associates, Inc. is seeking candidates for its Advisory Mastery Program (AMP) in Beverly Hills.

Trainees receive comprehensive education, training and mentorship in financial advisory skills, including technical and sales aspects, with the goal of enabling long-term client wealth management success. Participants build a client pipeline, develop relationships, and work toward required licenses.